Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career—a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage, and greater efficiencies across the platforms supporting the institutional products. ICS includes $700 billion of Institutional Assets. Goal is to continue strategic acquisitions in this space and help support organic growth. The priority of the business is to implement strategic initiatives within MSWM to increase market share within the institutional consulting market while also contributing to the firm’s asset growth and participant engagement goals. The RIA Strategy & Client Development team works closely with senior management across ICS and Wealth Management to grow assets, deepen client relationships and penetrate participants.We are seeking an experienced professional to join our team as a Client Development & Education Ambassador VP. In this role, you will work closely with plan sponsors, consultants, financial advisors and recordkeeper to develop and implement strategies that enhance participant engagement and education within retirement plans. The ideal candidate will possess a strong understanding of retirement plan design, investment strategies, and financial planning concepts, as well as excellent communication, presentation and analytical skills. The ideal candidate will support delivering participant education and engagement to institutional clients representing 2 million participants and may also conduct educational sessions that cover retirement topics. PRIMARY RESPONSIBILITIES· Collaborate with plan sponsors, financial advisors, consultants and recordkeepers to identify plan sponsor education needs and tailor education programs accordingly· Deliver educational materials, workshops and webinars on retirement planning topics, such as preparing for retirement, budgeting, investment allocation and risk management· Conduct plan sponsor education sessions and draft participant communications· Collaborate with plan sponsors, financial advisors, consultants and recordkeepers on educational materials to ensure educational content are accurate, up-to-date and align with plan offering· Coordinate educational sessions and one-on-one sessions for plan participants in partnership with plan sponsors and financial advisors· Pitch education offering to plan sponsors· Collaborate with plan sponsors, financial advisors, consultants and others to develop and execute on delivering participant education· Work with consultants to strategize on client / prospect approach· Develop and maintain relationships with plan sponsors, ensuring their needs and objectives are met; work with plan sponsors on annual educational calendar / requirements· Provide reporting / results to plan sponsors on educational events / participant consultation· Collaborate with internal teams to ensure alignment of participant engagement and education initiatives with overall organization · Undergraduate degree required· Minimum 5 years of experience in retirement planning, financial education, or a related role· Strong understanding of retirement planning concepts, investment strategies, and financial planning principles· Excellent communication, presentation and interpersonal skills· Ability to collaborate effectively with plan sponsors, financial advisors, consultants and recordkeepers· Knowledge of industry regulations, trends and best practices· Self-starter who will take initiative, learn quickly, and work independently· Team-oriented, with high level of administrative and interpersonal professionalism· Series 7 and 63 licenses preferredMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).New York expectedbase pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programsColorado salary range for the position: $110,000 to $185,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in relevant business units incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.The application window is expected to close 11/23/2024 but may be extended depending on whether a candidate has been selectedJob: Wealth Management Title: Client Development & Education Ambassador -VP Location: New York-Purchase Requisition ID: 3260855 Other Locations: Americas-United States of America-New York-New York, Americas-United States of America-Colorado-Greenwood Village
